FinLife® Helps You Live the Life You Want.
With FinLife® it’s not just about money — it’s about your entire life. Money is just fuel for living the life you want, which means something different for each person.
FinLife® follows a simple, three‑step process.
01.
Understand What's Important to You
02.
Implement Your Plan
03.
Engage on Your Terms
01.
Understand What’s Important
Our digital discovery process helps you gain an understanding of what’s important to you.
We’ve created a unique set of diagnostic tools, like MoneyMind, that help you clearly articulate your intentions, goals, preferences, and priorities, so your money is working toward the life you want. This helps us deliver a completely personal level of wealth management guidance and advice.
Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach FinLife® takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.
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Money is Only Fuel
Focus on What You Care About
Investment Portfolios Tailored to Your Preferences
Money is Only Fuel
MoneyMind® helps you understand how you and your loved ones relate to money. Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live.
- Uncover your strengths and challenges with finances.
- Capture profound insights for discussion with your loved ones.
- Analyze spending, saving, and planning tendencies.
Discover Your Moneymind
Focus On What You Care About
Our HonestConversations® exercise helps focus you on the intersection between what matters to you and what you can control. It also gives you the opportunity to get on the same page with your loved ones about your financial goals and intentions.
- Identify and clarify your intentions, motivations, and goals.
- Discuss the trade-offs around decisions and priorities.
- Use scoring to track and update progress on priorities.
Investment Portfolios Tailored to Your Preferences
The InvestmentViewfinder℠ helps you identify your investing preferences so your advisor can customize your portfolio to align with your financial plan.
- Facilitate an open dialogue about investments.
- Track investment expectations on cost, performance, protection, and taxes.
- Identify gaps in your existing investment portfolio.
02.
Implement Your Financial Plan
Once we gain a clear understanding of what you want your money to achieve, we create a customized plan, then measure, track, and update it as your life changes.
Know Where You Stand
Prioritize Your Objectives
Build an Investment Portfolio Around Your Life
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Know Where You Stand
Financial Control Scorecard® answers the question “Where do I stand financially today?”. This provides valuable insight about whether your current savings and investments align with your spending and goals, so that your advisor can evaluate if a course correction is necessary.
- See if you are on track to meeting your financial goals.
- View your funding score, so you know where you stand at all times.
Prioritize Your Objectives
Our financial-planning software helps you establish and prioritize your financial objectives with the trade-offs you need to make along the way.
- Identify and prioritize your investment goals.
- Track your net worth in one easy screen.
- View and manage your outside accounts.
Prioritize Your Objectives
Our financial-planning software helps you establish and prioritize your financial objectives with the trade-offs you need to make along the way.
- Identify and prioritize your investment goals.
- Track your net worth in one easy screen.
- View and manage your outside accounts.
03.
Engage on Your Terms
Goals change. Resources change. Markets change. Making sound financial decisions along the way is fundamental to living a great life. Together with your advisor, you have the power to navigate life’s course corrections with personalized roadmaps and support.
Track and Measure Your Goals
An Advisor Available on Your Terms
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Track and Measure Your Goals
Your advisor creates your Priority Action List from your HonestConversations® exercise results. Your Priority Action List identifies the parts of your life that affect your financial goals and gives you a disciplined plan to address each item.
- Track where you stand towards achieving your goals.
- Measure your progress on outstanding action items.
An Advisor Available on Your Terms
GuideCenter® is a dynamic, easy-to-use online financial life management portal that helps you engage with your financial advisor to manage your financial life anywhere, anytime. It allows you to take charge through life’s changes with complete visibility and total control—no matter how complex life can become.
- Access, store, and share all of your financial information in one place including accounts, portfolios, and goals.
- View your complete financial life in real time from any device.
- Communicate with your advisor 24/7 through email and VideoMessenger.
Live the life you want!
Get started with FinLife today.
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